Portfolio

I bought ADP because all others were disqualified. MCD, RAI, CCI, HD, UNH, LMT, TJX, EL, AZO, STZ, and CMCSA were already investments; MO, PM, DPZ, ROST, KMB, SJM, and NOC were in the same group and end market as existing investments; and SPG was in the Real Estate group: